top of page
Your legacy is more than wealth placement and transfers.
Design a Holistic
Legacy Plan

How? Retain a Legacy Planning(c) advisor to co-create
your personal, lasting legacy plan through coaching.


Screen Shot 2023-09-17 at 4.36.11 PM.png



Legacy Planning© is a consulting and advisory firm that specializes in coaching HNW entrepreneurs and Next Gen family members around their holistic legacy plans. We get that your life has certain pressures, whether public or private, and a coach that can hold you accountable to your guiding principle and core values brings satisfaction. From helping you define legacy in your words to developing your vision and executing on it weekly, we offer a Co-Active and highly personalized coaching approach to your legacy formation. While books and courses are a value-add benefit, our coaching sessions allow you to be fully seen, heard and understood. Our firm is baased in Beverly Hills, while our clients are global in their courage around personal development for their inner worlds. With a foundation of trust and communication, we utilize the convenience of virtual video or voice over IP platforms to connect across time zones to offer you full support in the challenges you face as you expand your capacities and emotional (EQ) skill sets.


Our signature consulting and advisory services includes long term coaching because designing a legacy cannot happen in one conversation. It becomes a way of life, a lifestyle. As part of Legacy Planning©’s bespoke holistic coaching approach, we cover existing and new goals as well as what’s changing in your world as you grow and face new challenges. We offer a six and twelve-month signature package to help you define, develop and execute your legacy dream, vision and plan for your joy and fulfillment.

Honest.  Working with Legacy Planning© includes honest feedback. Find and retain your trusted advisors through us.

Knowledgeable. Unlike other advisors you’ve tried, Legacy Planning(c) advisors provide clarity in real time.  

We are no-nonsense in delivering answers and wisdom for clients so the best foundation can be built for your legacy.


Consistent. While and after you work with us, your legacy will begin to come to life with a better quality of living in the fulfillment of your values and a hard cover coffee table book of your life lessons for the next generations.

Although we specialize in private one on one individual as well as group coaching and consulting sessions, we also know that public word-of-mouth provides the trust needed to open the door to a trusted advisory relationship. With so much attention placed on financial ROI metrics and KPI’s, what about the ‘non-financial returns’ for the quality of your life and its relationships? Hear what a select number of our clients had to say and explore your first online Legacy Planning© session to start the journey for more meaning in your life against the backdrop of your work.


Trust in yourself and others is key in being true to how you would like to define your legacy. A coaching and consulting firm who can hear the distinctions of what matter in their client’s world ensures that the intricacies are noticed in the subtle details. To develop your legacy ideas as a leader in your life, it is fundamental that you partner with a professional coach with experience in the Co-Active methodology to see your big picture as well as how you fit into that dream.

Legacy Planning© is a leading coaching and consulting firm with in-depth experience to hear what matters to you most so you can be held accountable to it. Members of the HNW community come from both multi-generational families of wealth and 2/3’s today are self-made. We do all we can to notice the changes in today’s landscape, or baseline, in what influences your decisions – all while maintain strict confidentiality to protect what is most sensitive to you. Your intelligence, emotional or otherwise, belongs to you so you can learn the most in covering your blind spots.



As a HNW individual, you require expert advice in the best the marketplace has to offer and we are able to deliver that coaching experience. Since 2014, we have held over 1,000 online sessions as well as a retreat at Miraval Wellness Resort & Spa in Arizona, USA.  We have coached hundreds of individuals located around the world, to build their confidence and clarity around their legacy vision. Our clients also gain access to our network and niche legacy-related opportunities.



Reach out today to learn how Legacy Planning(c) can assist your in your ideas and dreams. We will be delighted to organize an initial conversation to discuss your individual and family needs, in being a sounding board. If you would like our services for a retreat, compared to a signature coaching package, we will email you a tailor-made quote for our services. Contact us today by email or phone.

Get the FREE 6-Page Guide Now!

"How To Design Your Legacy" Guide

I'm inviting you to my Legacy Planning(c) Insiders' community where you'll receive extra tips that I ONLY share there! Receive our 6-page guide and look at it either at the start or at the end of your day to hold you accountable to your vision (your why!) and to remind you of your values. Make sure you print it out, carry it with you whether you are building your daily goals or reviewing your day's milestones - refer to it often!

Subscribe to join our mailing list & receive your free guide!

Thanks for subscribing!

The Advisory

Advisory Services

Apple Podcast
Gift Card


Our Story



Blog and Guest Posts

US Address: 9190 W. Olympic Blvd. # 368

Beverly Hills, California - USA
General Email:

  • LinkedIn
  • YouTube
  • Apple Music
We are pleased to be associated with:
bottom of page